Poet Technologies Inc (POET)

[allwillbewave]

KCC,

No problem on the information sharing. It’s all a learning curve for the Pic industry.

I always thought Arista Networks was the NA Tier 1. They have a similar business model as ADVA. Does not matter it’s all guessing. Jmho

I think Molex uses the Broadcom chip in their transceivers. The DSP uses 50% of a transceivers power. I hope Poet is successful in eliminating the DSP but we’ll have to wait and see.

Broadcom is huge as we all know. They will design and supply the TSMC 5nm fabric chips that Celestial AI will use. As we know Poet will supply the remote light source probably using Broadcoms lasers and maybe other electrical IC’s.

It’s fun watching play out!


https://www.eenewseurope.com/en/first-100g-lane-optical-pam4-dsp-phys-with-integrated-tia-and-laser-driver/